Posts From Dwarka Lakhan
Back to homepage
Dwarka Lakhan
Want growth? Look to emerging markets 3
Data show that emerging markets have outperformed their developed counterparts in the past five- and 10-year periods The conventional view that clients who are focused on long-term growth should choose developed markets over emerging markets if they are to obtain
Read MoreThe EU12 – Newest EU members struggle with convergence 7
Although the EU12 face risks associated with a slowing western Europe and a stronger euro, there are positive signs On the surface, the future of the enlarged European Union’s 12 newest members (collectively known as the EU12) appears bright as
Read MoreEmerging Markets Outlook 2008 – Strong commodity prices expected to support growth 1
Fueled by strong domestic consumption, robust exports and continued strength in commodity prices, the emerging markets outlook in 2008 for economies in Latin America, Eastern Europe, the Middle East and Africa is for healthy average growth of 4%. That should
Read MoreAsian economic powers coming under increasing scrutiny 2
Although Asian economic powers China and India are expected to fuel Asia’s secular bull market, the sustainability of their performance is coming under increasing scrutiny. India is continuing to surprise, while China’s bull market may be on the verge of
Read MoreAsia set to play an important role in the global economy 2
Ten years later, certain countries’ economies are now more sophisticated, flexible, innovative and open Ten years after the Asian financial crisis sent shock waves rippling through global financial markets, the region has emerged stronger than ever and is set to
Read MoreSouth African economy is surging 4
Africa’s economic powerhouse doesn’t fit the emerging markets mould. South Africa is considered to be a promising emerging market — even though its highly developed economic infrastructure is characterized by first-world attributes and its stock exchange is among the world’s
Read MoreVietnam expected to be the next Asian tiger 2
Despite concerns about corruption, bureaucracy and a weak legal framework, Vietnam’s growth is based on sound fundamentals Vietnam is regarded as the next Asian tiger in the making. In some circles, it is seen as the most exciting investment alternative
Read MoreInvestors see investing in Turkey in a favourable light 2
Despite challenges with its EU ascension campaign, myriad reforms and recent success have made investing in Turkey an attractive choice. Fueled by prudent macroeconomic policies and structural reforms, Turkey is currently the fastest-growing country in the Organization for Economic Co-operation
Read MoreEuropean emerging markets turning the corner 9
The economies and stock markets of European emerging markets, specifically the eastern and central European countries that became EU members in 2004 are flourishing. But political malaise and instability, combined with structural weaknesses and inefficiencies, are undermining their convergence with
Read MoreStrong economic recovery in Argentina 21
Argentina’s economy is booming. However, questions remain about the sustainability of the economic recovery in Argentina, which has benefited substantially in recent years from a strong commodity cycle and favourable international economic conditions. In spite of this, Argentina offers opportunistic plays
Read More